Planning matters

Infographic: Social Security Announces 2022 Adjustments

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Big News for Student Loan Forgiveness

Student loan rules and regulations have seen a variety of changes since the start of the of the COVID-19 pandemic. However, if you are pursuing, or have ever pursued, Public Service Loan Forgiveness (PSLF) then the newest pandemic-related change by the Department of Education could be the most impactful change yet. While the ongoing COVID-19…

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10 Tips for Managing Your Holiday Spending

As we gear up for another holiday season, you may be looking for some tips on how to keep your spending in line with your goals and stay focused on how you are spending your money. Here are 10 tips to help keep your holiday spending on the right track: Create and manage a budget…

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Inflation Revisited

In January we published a blog titled, Now Can We Expect Some Inflation? As if on cue, inflation as measured by the Consumer Price Index (CPI) has increased steadily each month since. As shown below, the latest inflation reading measured 5.37%, well above the Federal Reserves stated target of 2%: Concerns about inflation are understandable…

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Will Social Security Be There For Me?

When we talk with clients about planning for retirement, many express concern about the viability of the Social Security system. Some people feel compelled to start drawing at the earliest possible age to ensure they get some payback. Others request that we omit Social Security income in their retirement projections, despite years of payments into…

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